Sharpe ratio
-0.45Return earned for the risk taken.
Negative
Negative means the fund has not rewarded investors well for the risk taken recently.
-1.05%1Y Absolute Return
-0.11%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Axis Momentum Fund - Direct Plan - Growth OptionFund 1Y annualised return · 5Y history unavailable | ₹7,14,816 | ₹7,32,612 | ₹-17,796 | -1.05% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹0.97
₹1 Lakh since launch₹0.97 Lakh
Fund age1.9 yrs
Fund information
Scheme code153083
ISININF846K011Z9
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio3.01%
Exit loadFor units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
Minimum SIP₹500 SIP
Return comparison
633rd / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +132.06% | — | — |
| 3M | +9.46% | — | — |
| 6M | +10.81% | — | — |
| 1Y | -1.05% | — | +4.16% |
| Since Launch | -2.58% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
-0.61Return earned while limiting downside risk.
Negative
Negative means downside losses have outweighed the returns.
Standard deviation
16.81%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
-0.12How well the fund rewarded investors relative to its biggest decline.
Negative
The fund has struggled to recover from its drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio103%
Equity99.74%
Debt3.67%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 61 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| State Bank of India | Financial | Equity | 5.4409% |
| BSE Ltd | Financial | Equity | 3.7513% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 3.211% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.9669% |
| Cummins India Ltd | Industrials | Equity | 2.9527% |
| ICICI Bank Ltd | Financial | Equity | 2.7264% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.7003% |
| Bharti Airtel Limited July 2026 Future | Technology | Futures | 2.6915% |
| Navin Fluorine International Ltd | Materials | Equity | 2.6069% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.4468% |
Fund management
NA
Nandik Mallik
Since 2025 · Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).
Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Ranks 633 of 932 in its category over 1 year.
Strengths
- None
Weaknesses
- Ranks 633 of 932 in its category over 1 year.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 16.8% volatility.
Risk drivers
- None